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NVIDIA Leads $10 Trillion Market Cap Race
15 Dec
Summary
- NVIDIA targets $10 trillion with 135% gain, 62% revenue growth.
- NVIDIA's EPS soared from $0.333 in FY23 to $3.16 in FY25.
- Data center revenue hit $51B, fueled by 66% AI infrastructure growth.
The pursuit of a $10 trillion market capitalization is not merely about quarterly profits but sustained, large-scale operational growth. NVIDIA is a prime contender, requiring a 135% gain driven by projected 62% revenue growth and a 63% operating margin. Its earnings per share have seen a remarkable increase, climbing from $0.333 in fiscal 2023 to $3.16 in fiscal 2025.
NVIDIA's data center revenue has surged to $51 billion, marking a 66% year-over-year increase, largely attributed to the escalating demand for AI infrastructure. This performance places it ahead of competitors like Tesla, which faces a valuation paradox with its current growth not supporting its market cap, and Amazon, which struggles with margin challenges despite its vast revenue scale.
Alphabet, however, is identified as an undervalued contender with a strong financial foundation. With $385 billion in trailing revenue and 16% growth, coupled with a 31% operating margin, Alphabet is well-positioned. Its accelerating quarterly earnings growth and potential in Google Cloud and DeepMind suggest it has a significant opportunity to capture market share in the race to $10 trillion.
